Jarret Sedlacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Outside of his advisory work, he owns and operates Ducky's Trading, LLC, a business focused on the resale of trading cards. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

John Bunn is Vice President Private Wealth Management Advisor at Fidelity Investments, where he partners with high net worth families to align their life visions with wealth strategies. He has been with Fidelity Investments since 2006, progressing through roles including Trader, Investment Representative, Fixed Income Specialist, Relationship Manager, Financial Consultant, Executive Planning Consultant, and Wealth Management Advisor before assuming his current position in 2021. John holds an Arkansas Insurance License. Outside of his professional responsibilities, he has interests in baseball, fitness, museums, and traveling.

Robert Holman is a CFP® professional with 22 years of industry experience, all spent at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests in energy companies based in Colorado and Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Bazaldua is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016 and operated his own independent practice from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence to develop model asset allocations, incorporating an ESG eligibility framework and specialized derivatives and commodities capabilities.

Frank Aswad is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advisory work, he is the owner of a commercial property rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Chase Investment Services Corp., and Wells Fargo Investments. He is the owner of Omega Squared Capital Management, where he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals, managing a multi-billion dollar asset base and offering a range of management platforms and proprietary model strategies.

Charles Peyton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a board member for the Midlothian Chamber of Commerce and as secretary for the Midlothian Development Authority, both nonprofit organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Andrew Norton is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 license and 17 years of industry experience. His prior work includes positions at Lincoln Wilson Gallery, Morgan Stanley, and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in recommendations.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Stuart Schultz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2000. With experience in the financial services industry dating back to 1998, Stuart focuses on creating tailored strategies for individuals, families, and businesses by closely aligning advice with their short- and long-term financial goals. His client services include college education planning, employee benefits planning, retirement income, portfolio management, tax minimization, and small business strategies. Stuart holds a bachelor's degree in Finance from Texas Christian University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in several professional and community organizations, including the College of Fine Arts Board of Visitors at TCU, St. Andrew Catholic Church, and The Modern Art Museum of Fort Worth. Stuart and his wife Shannon reside in Fort Worth with their two sons and participate actively in local community efforts such as meal preparation for the homeless through Beautiful Feet Ministries, Habitat for Humanity, and Meals on Wheels.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Woodbury Financial Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. He serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Kevin Gravley is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 credential and 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years before joining Ameriprise in 2020. Gravley is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a collaborative, non-discretionary process focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Whittemore is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a longstanding role at Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Monaco is a CFP® with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at Bank of America, N.A., and earlier stints with Wells Fargo Clearing. She is a part-owner of CMJ, LLC and North Bench LLC, which are investment-related businesses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Camille Northcutt is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has 25 years of industry experience. She has been with Merrill since 2001. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. Outside of his advisory role, he manages Logan GCT Enterprises LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Kleiber is a CFP® and PFS™ with 25 years of experience in financial advising. He is currently with Cetera and has held prior roles at Avantax Investment Services and 1ST Global Advisors among others. Kleiber is also a member manager of Kleiber and Associates CPAs PLLC, a tax and accounting firm, and serves on the fundraising committee for the Helmcamp Memorial Scholarship through the Cleburne Education Foundation. Additionally, he is the treasurer of the Arlington Rotary Foundation, which awards scholarships to high school seniors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, including access to multiple third-party managers and model portfolios, managing over $256 billion in assets with more than 10,000 advisors.